What do you want to automate
with Salesforce and Zoho Assist?
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Popular Ways to Connect Salesforce with Zoho Assist#
Popular Salesforce and Zoho Assist Triggers#
Emit new event when a case is updated. See the documentation
Emit new event when an email template is updated. See the documentation
Emit new event when a knowledge article is updated. See the documentation
Emit new event when a case is created. See the documentation
Emit new event when a record of the selected object type is deleted. See the documentation
Popular Salesforce and Zoho Assist Actions#
Adds an existing contact to an existing campaign. See the documentation
Create a remote support or screen sharing session. See the documentation
Adds an existing lead to an existing campaign. See the documentation
Fetch the reports of previously conducted sessions. See the documentation
Overview of Salesforce#
The Salesforce (REST API) provides a powerful platform for creating and managing customer relationships with a wide array of features like data manipulation, querying, and complex automation. With Pipedream's serverless execution, you can create workflows that automate your sales processes, sync data with other platforms, enhance customer engagement, and trigger actions based on specific events. Dive into Salesforce data, streamline lead management, track customer interactions, and push or pull data to or from Salesforce seamlessly.
Connect Salesforce#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
salesforce_rest_api: {
type: "app",
app: "salesforce_rest_api",
}
},
async run({steps, $}) {
return await axios($, {
url: `${this.salesforce_rest_api.$auth.instancetype}/services/oauth2/userinfo`,
headers: {
Authorization: `Bearer ${this.salesforce_rest_api.$auth.oauth_access_token}`,
},
})
},
})
Overview of Zoho Assist#
The Zoho Assist API provides remote support and access functionalities, enabling automated session management, customer support, and IT operations. By integrating it with Pipedream, you can craft serverless workflows that respond to various triggers and perform actions like creating support sessions, fetching session details, or managing users. The API's versatility in Pipedream allows for streamlined coordination between support requests and responses, facilitating seamless IT support and management tasks.
Connect Zoho Assist#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
zoho_assist: {
type: "app",
app: "zoho_assist",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://assist.${this.zoho_assist.$auth.base_api_url}/api/v2/user`,
headers: {
"Authorization": `Zoho-oauthtoken ${this.zoho_assist.$auth.oauth_access_token}`,
},
})
},
})
Trusted by 1,000,000+ developers from startups to Fortune 500 companies